Finding value is only half of value betting. The other half — arguably the harder half — is knowing how much to actually stake on it. A 6% edge and a 15% edge shouldn't be staked the same way, even if both technically clear the bar for "value."
Betting the same amount on every pick, regardless of how strong the edge is, ignores the fact that not all value is equal. It also ignores variance — a portfolio of only-just-clears-the-bar picks needs different risk management than a portfolio with a few standout, high-confidence edges mixed in.
Every pick that clears our value threshold gets sorted into one of three confidence tiers — High, Medium, or Low — based on the size of the edge and the model's confidence in the underlying analysis, not just the raw number.
Staking proportionally to confidence, rather than flat, is what turns a list of individually profitable-on-average bets into a portfolio that's actually sustainable to follow long-term — smoothing variance without diluting the picks that matter most.